Sound Income Strategies’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$615K Buy
1,197
+155
+15% +$77.3K 0.03% 263
2026
Q1
$512K Buy
1,042
+10
+1% +$5.27K 0.02% 244
2025
Q4
$557K Buy
1,032
+30
+3% +$16.8K 0.03% 232
2025
Q3
$566K Sell
1,002
-8
-0.8% -$4.59K 0.03% 182
2025
Q2
$568K Buy
1,010
+345
+52% +$191K 0.03% 175
2025
Q1
$365K Buy
665
+30
+5% +$16.3K 0.02% 210
2024
Q4
$334K Buy
635
+67
+12% +$34.7K 0.02% 192
2024
Q3
$280K Sell
568
-31
-5% -$14.4K 0.02% 202
2024
Q2
$264K Buy
599
+8
+1% +$3.64K 0.02% 201
2024
Q1
$285K Buy
591
+4
+0.7% +$1.83K 0.02% 183
2023
Q4
$251K Buy
587
+80
+16% +$32.1K 0.02% 175
2023
Q3
$201K Sell
507
-104
-17% -$41.7K 0.02% 151
2023
Q2
$240K Buy
611
+92
+18% +$34.5K 0.02% 138
2023
Q1
$189K Sell
519
-48
-8% -$17.4K 0.02% 150
2022
Q4
$197K Buy
567
+382
+206% +$126K 0.03% 142
2022
Q3
$53K Sell
185
-73
-28% -$24.2K 0.01% 229
2022
Q2
$81K Sell
258
-31
-11% -$10.7K 0.01% 182
2022
Q1
$103K Sell
289
-39
-12% -$14K 0.01% 172
2021
Q4
$118K Sell
328
-5
-2% -$1.73K 0.01% 163
2021
Q3
$116K Sell
333
-1
-0.3% -$364 0.02% 162
2021
Q2
$122K Buy
334
+124
+59% +$46.1K 0.02% 162
2021
Q1
$74.8K Hold
210
0.01% 182
2020
Q4
$75K Buy
210
+18
+9% +$5.99K 0.02% 169
2020
Q3
$65K Buy
192
+9
+5% +$2.93K 0.02% 161
2020
Q2
$54K Buy
183
+50
+38% +$14.1K 0.02% 146
2020
Q1
$32K Buy
133
+55
+71% +$16.4K 0.01% 181
2019
Q4
$23K Hold
78
0.01% 222
2019
Q3
$21K Hold
78
0.01% 210
2019
Q2
$21K Buy
78
+28
+56% +$7.01K 0.01% 219
2019
Q1
$12K Hold
50
0.01% 306
2018
Q4
$9K Hold
50
﹤0.01% 353
2018
Q3
$11K Sell
50
-4
-7% -$834 0.01% 340
2018
Q2
$11K Buy
+54
New +$10.2K 0.01% 294

Other funds holding MA

Sound Income Strategies's MA Position: Q2 2026 in Review

Sound Income Strategies increased its Mastercard (MA) stake by 15% in Q2 2026, buying an estimated $77.3K and bringing the position to 1,197 shares worth $615K. The position accounts for 0.03% of the portfolio, ranked #263.

Sound Income Strategies first reported a position in MA in Q2 2018 and has held it in 33 quarters since. 3,004 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Sound Income Strategies held 1,197 shares of Mastercard worth $615K as of Q2 2026.
  • Sound Income Strategies bought 155 Mastercard shares in Q2 2026, an estimated $77.3K.
  • Mastercard made up 0.03% of Sound Income Strategies's portfolio in Q2 2026, its #263 holding.
  • Sound Income Strategies first reported a position in Mastercard in Q2 2018 and has held it in 33 quarters since.
  • 3,004 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.